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Micron Technology's stock jumped after the company signaled robust demand for its memory chips and blew away fiscal first-quarter estimates. During an earnings call with analysts, Micron, which makes memory storage used for computers and artificial intelligence servers, said data center needs have fueled greater demand for its products. CNBC's Kristina Partsinevelos explains. Read more: cnb.cx/4apkTzI | CNBC

Micron Technology's stock jumped after the company signaled robust demand for its memory chips and blew away fiscal first-quarter estimates. During an earnings call with analysts, Micron, which makes memory storage used for computers and artificial intelligence servers, said data center needs have fueled greater demand for its products. CNBC's Kristina Partsinevelos explains. Read more: cnb.cx/4apkTzI | CNBC

2.5K views5 months ago

China's biggest chip names report record revenue — here's what's driving them

China's biggest chip names report record revenue — here's what's driving them

CNBCArjun Kharpal

Intel's 8.5 billion Chips Act grant: Here's what you need to know

Intel's 8.5 billion Chips Act grant: Here's what you need to know

CNBCKristina Partsinevelos

Technology stocks declined Wednesday, as the chipmaking sector signaled that President Trump’s sweeping tariff plans could hamper demand and growth. Nvidia revealed in a filing Tuesday that it will take a $5.5 billion charge tied to exporting its H20 graphics processing units to China and other countries and said the government will require a license to ship the chips there and other destinations. CNBC's Kristina Partsinevelos reports. Read more: cnb.cx/4cE2AWo | CNBC

Technology stocks declined Wednesday, as the chipmaking sector signaled that President Trump’s sweeping tariff plans could hamper demand and growth. Nvidia revealed in a filing Tuesday that it will take a $5.5 billion charge tied to exporting its H20 graphics processing units to China and other countries and said the government will require a license to ship the chips there and other destinations. CNBC's Kristina Partsinevelos reports. Read more: cnb.cx/4cE2AWo | CNBC

4.1K viewsApr 16, 2025

$INTC winning big with a grant worth up to $8.5B from the CHIPS Act. @TimSeymour sums up what it means for the chipmaker and how to play the stock: | CNBC Fast Money

$INTC winning big with a grant worth up to $8.5B from the CHIPS Act. @TimSeymour sums up what it means for the chipmaker and how to play the stock: | CNBC Fast Money

1.5K viewsMar 20, 2024

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TSMC on Thursday reported a 35% increase in fourth-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips remained strong. The chipmaker crossed $100B in annual revenue and is sold out through 2026, with customers like Nvidia, AMD and Apple locking in capacity years ahead, lifting the entire chip supply chain. CNBC's Kristina Partsinevelos reports. Read more: cnb.cx/45a5P5t | CNBC

TSMC on Thursday reported a 35% increase in fourth-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips remained strong. The chipmaker crossed $100B in annual revenue and is sold out through 2026, with customers like Nvidia, AMD and Apple locking in capacity years ahead, lifting the entire chip supply chain. CNBC's Kristina Partsinevelos reports. Read more: cnb.cx/45a5P5t | CNBC

2.9K views4 months ago

Qualcomm announced Monday that it will release new artificial intelligence accelerator chips, marking new competition for Nvidia, which has so far dominated the market for AI semiconductors. Full details: cnb.cx/4nkYPc5 | CNBC

Qualcomm announced Monday that it will release new artificial intelligence accelerator chips, marking new competition for Nvidia, which has so far dominated the market for AI semiconductors. Full details: cnb.cx/4nkYPc5 | CNBC

11.1K views6 months ago

Nvidia said it will invest $5 billion in Intel as part of a deal to co-develop data center and PC chips with the troubled chipmaker, which took on the U.S. government as an investor last month. Full details: cnb.cx/46dTy0I | CNBC

1.8K views8 months ago

President Trump said Wednesday that he’s imposing new #tariffs on semiconductor chips. CNBC’s Eamon Javers explains.

2.3K views4 months ago

Intel has been awarded up to $8.5 billion in CHIPS Act funding. CNBC's Jon Fortt sits down with CEO Pat Gelsinger. | CNBC

1.5K viewsMar 20, 2024

Two Chinese nationals in California have been arrested and charged with the illegal shipment of tens of millions of dollars′ worth of AI chips, including those made by Nvidia, the Department of Justice said Tuesday. CNBC's Kristina Partsinevelos explains. Full details: cnb.cx/40VFJky | CNBC

3.4K views9 months ago

#Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator #chips, for $20 billion in cash, according to Alex Davis, CEO of Disruptive, which led the startup’s latest financing round in September. Read more at the #linkinbio or tap on your screen. #CNBC

410.9K views4 months ago

Meta will use millions of Nvidia chips in its artificial intelligence data centers, including Nvidia’s new standalone CPUs and next-generation Vera Rubin systems, in a sweeping new deal announced Tuesday. CNBC's MacKenzie Sigalos has the details. cnb.cx/4qLGgzn | CNBC

5.1K views3 months ago

Apple breaks up with Intel as chip supplier for Macs

CNBCMelissa Lee

U.S. chip manufacturers positioned to benefit from the CHIPS Act

Chip stocks pop as U.S. eases China chip curbs

Nvidia CEO Jensen Huang commented following a Financial Times report that China has banned the use of the company’s AI chips. CNBC's Kristina Partsinevelos explains. Full details: cnb.cx/4pHdktk | CNBC

72.4K views8 months ago

Nvidia shares fell on Tuesday after The Information reported that Meta is considering using chips designed by Google. On Monday, The Information reported that Meta is considering using Google’s tensor processing units (TPUs) in its data centers in 2027. Meta may also rent TPUs from Google’s cloud unit next year, the publication reported. CNBC's Kristina Partsinevelos has the story. Read more: cnb.cx/4p2ivTW | CNBC

39.4K views5 months ago

The Senate passes bill to boost U.S. computer chip production

President Donald Trump said Wednesday he will impose a 100% tariff on imports of semiconductors and chips, but not for companies that are “building in the United States.” Full details: cnb.cx/40QgsrZ | CNBC

33.4K views9 months ago

Biden: The future of the chip industry is 'made in America'

Biden administration broadens eligibility for Chips Act to suppliers and toolmakers

CNBCKristina Partsinevelos

U.S. chipmaker Intel announced new artificial intelligence chips for data centers, as it looks to take on rivals Nvidia and AMD, which have showcased upcoming chips in the last two days. cnb.cx/4c3m5WJ | CNBC

145.2K viewsJun 4, 2024

Lenovo CFO: Major demand to push memory chip prices higher short-term

CNBCArjun Kharpal

The Biden-Harris administration announced Monday that Intel has been awarded an additional up to $3 billion in direct funding under the CHIPS and Science Act for the "Secure Enclave" program. The announcement comes as Intel faces mounting pressure over its foundry program, which manufacturers chips for others. More details about the announcement here: | CNBC

8.4K viewsSep 16, 2024

CNBC's Kristina Partsinevelos reports on how U.S. authorities are tracking shipments of Nvidia AI semiconductors amid a booming black market in China for the coveted chips. Watch more: cnb.cx/4mc7jm3 | CNBC

1.3K views9 months ago

Taiwan will not accept Washington’s proposal to locally manufacture half the chips it currently supplies to the U.S., the island’s top trade negotiator said, delivering a major blow to the Trump administration. Speaking to reporters, Cheng Li-chiun, also the country’s vice premier, said on Wednesday that the proposal for a “50-50” split in semiconductor production was not even discussed, as she returned from trade talks in the U.S., according to Taiwan’s Central News Agency. Read more: cnb.cx/4n

65.9K views7 months ago

Biden scraps chips R&D funding

Sen. Elizabeth Warren on Wednesday distanced the Trump administration's recent agreement to take a 10% stake in chipmaker Intel from a years-ago proposal by her and Sen. Bernie Sanders that would've turned CHIPS Act grants into equity in exchange for the company meeting certain conditions. "That's just Donald Trump doing shakedowns and not advancing the interests of the American economy and the American worker," Warren said. Watch the full interview: cnb.cx/469ANLQ | CNBC

6.1K views8 months ago

Nvidia snaps up capacity for a key part of AI chipmaking, and the U.S. buildout may not be enough to keep up

CNBCKatie Tarasov,Jeniece Pettitt,Emily Park,Jason …

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